How to receive one, how to leave one

Want to leave an inheritance? Expect to get one? The affluent Baby Boomers are leaving record amounts to their children. But leaving your loved ones an inheritance, and getting one, is not as simple as it seems. Clear financial planning is a wise path, as is careful preparation so the inheritance is managed properly. This book guides you through the journey to ensure your loved ones know about inheritances and how to put them to the best use.

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Description

Details

The affluent Baby Boomers are leaving record amounts to their children. But the largest-ever transfer of wealth from generation to generation is not as simple as it seems.
Clear financial planning is a wise path when leaving or receiving an inheritance, as is careful preparation so the inheritance is managed properly. Co-authors Lise Andreana and Victoria Al-Samadi advise: The time to start is now.
Inheritance is the definitive guide through the journey to ensure you and your loved ones know about inheritances, the implications of them, and how they can be put to best use. If you are expecting an inheritance or expecting to provide one, this book is an essential and valuable resource that will save you time and money.

Additional Info

Additional Info

Subtitle

How to receive one, how to leave one

Publication Date

Dec 30, 2014

Market

Canada

About the Download

This book contains a link (or URL) that needs to be typed into your web browser's address bar. Enter the link to view the Updates Page. Click on 'Download the Forms' to download the Forms Kit. It will be in a ZIP file format and needs to be unzipped (or extracted) to access the files inside.

PDF Preview Download URL

http://www.self-counsel.com/docs/inheritance.pdf

Edition

First Edition

Pages

152

Size

6 x 9

ISBN

978-1-77040- 215-7

UPC

069635402153

Author Details

Author Details - Lise Andreana CFP, CPCA, and Victoria Al-Samadi

Lise Andreana has been a Certified Financial Planner since 1998, author of two Self-Counsel titles (No More Mac ‘n Cheese: The Real-World Guide to Managing Your Money for 20-Somethings and Financial Care for Your Aging Parents), and a volunteer Ambassador to the Financial Planning Standards Council. Lise is a widely sought expert on personal finance and been quoted by Elle, Huffington Post, Globe & Mail, National Post, Toronto Star, Parents Magazine, and Women’s Post. She is the founder of Continuum II, a financial planning firm based in Burlington Ont. www.c2inc.com.

Victoria Al-Samadi is a writer, blogger, and content creator. She regularly authors content for the blog she created in 2008, www.girlitup.ca., and has contributed to many blogs for Canadian-based organizations across the industries of financial planning and wealth management. She passed her Canadian Securities Course in 2002 and has strengthened her partnerships and interest in the investment, wealth management and estate planning industries. Having dealt with the sudden loss of a parent at the age of 19, she is driven to help others to do thoughtful inheritance planning and lead a life that will result in a meaningful legacy.